《大行報告》大摩首予康諾亞-B(02162.HK)「增持」評級 目標價83.18元
摩根士丹利發表研究報告,首予康諾亞-B(02162.HK)「增持」評級,目標價83.18元。該行稱,公司透過免疫系統及腫瘤疾病自行研發,以及綜合抗體平台,開發創新產品組合,大摩指看到其長期價值。
報告表示,康諾亞就癌症及免疫系統疾病開發抗體為基礎藥品,應對中國及全球龐大需求。有行業分析指2019至2030年間內地免疫系統藥品市場年均複合增長達23.3%,至241億美元;另生物藥將從傳統化學藥品搶奪市佔,主因更有效率及價格下降。
大摩稱,康諾亞已建立逾十種抗體候選藥產品線,主要是自家研發。此外,公司具強大研發引擎,轄下四個平台覆蓋藥品開發近所有階段。公司亦計劃擴大研發能力,以及擴大銷售團隊至約100人。
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